Tributary Capital Management
AEIS icon

Tributary Capital Management’s Advanced Energy AEIS Stock Holding History

Tributary Capital Management’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.2M Sell
50,346
-8,194
-14% -$2.4M 1.3% 38
2026
Q2 		$21.8M Sell
58,540
-21,088
-26% -$7.37M 1.79% 14
2026
Q1 		$25.7M Sell
79,628
-60,331
-43% -$17.5M 2.49% 5
2025
Q4 		$29.3M Sell
139,959
-32,368
-19% -$6.59M 2.89% 1
2025
Q3 		$29.3M Sell
172,327
-6,672
-4% -$1M 2.65% 3
2025
Q2 		$23.7M Sell
178,999
-1,509
-0.8% -$166K 2.1% 6
2025
Q1 		$17.2M Sell
180,508
-6,533
-3% -$746K 1.5% 32
2024
Q4 		$21.6M Sell
187,041
-199
-0.1% -$22.4K 1.67% 29
2024
Q3 		$19.7M Sell
187,240
-930
-0.5% -$97.6K 1.53% 29
2024
Q2 		$20.5M Buy
188,170
+566
+0.3% +$57.9K 1.7% 22
2024
Q1 		$19.1M Buy
187,604
+13,735
+8% +$1.4M 1.57% 30
2023
Q4 		$18.9M Sell
173,869
-3,195
-2% -$311K 1.59% 26
2023
Q3 		$18.3M Buy
177,064
+2,559
+1% +$287K 1.73% 20
2023
Q2 		$19.4M Sell
174,505
-2,727
-2% -$260K 1.74% 14
2023
Q1 		$17.4M Buy
177,232
+5,777
+3% +$544K 1.61% 22
2022
Q4 		$14.7M Sell
171,455
-6,492
-4% -$545K 1.47% 31
2022
Q3 		$13.8M Buy
177,947
+16,549
+10% +$1.42M 1.44% 30
2022
Q2 		$11.8M Buy
161,398
+31,972
+25% +$2.47M 1.17% 44
2022
Q1 		$11.1M Buy
+129,426
New +$11.2M 0.88% 53

Other funds holding AEIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Tributary Capital Management's AEIS Position: Q3 2026 in Review

Tributary Capital Management reduced its Advanced Energy (AEIS) stake by 14% in Q3 2026, selling an estimated $2.4M and leaving 50,346 shares worth $14.2M. The position accounts for 1.3% of the portfolio, ranked #38.

Tributary Capital Management first reported a position in AEIS in Q1 2022 and has held it in 19 quarters since. The position peaked at $29.3M in Q3 2025. 371 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Tributary Capital Management held 50,346 shares of Advanced Energy worth $14.2M as of Q3 2026.
  • Tributary Capital Management sold 8,194 Advanced Energy shares in Q3 2026, an estimated $2.4M.
  • Advanced Energy made up 1.3% of Tributary Capital Management's portfolio in Q3 2026, its #38 holding.
  • Tributary Capital Management first reported a position in Advanced Energy in Q1 2022 and has held it in 19 quarters since.
  • Tributary Capital Management's Advanced Energy position peaked at $29.3M in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Tributary Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.